John Thomas Bradley, Jr.

Senior Vice President, Advisor Services at The Charles Schwab Corp.

John Thomas Bradley, Jr.

John Thomas Bradley, Jr.

Senior Vice President, Advisor Services at The Charles Schwab Corp.

Overview
Career Highlights

TD Ameritrade, Inc.
TD Ameritrade Institutional

RelSci Relationships

3468

Number of Boards

4

Birthday

1963

Age

57

Number of Awards

8

Relationships
RelSci Relationships are individuals John Thomas Bradley, Jr. likely has professional access to. A relationship does not necessarily indicate a personal connection.

President, Retail at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Managing Director, Finance at TD Ameritrade, Inc.

Relationship likelihood: Strong

President, TD Ameritrade Institutional at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Former Executive Vice President & Chief Financial Officer at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Vice President & Treasurer at TD Ameritrade Investment Management LLC

Relationship likelihood: Strong

President & Director at RPTC, Inc.

Relationship likelihood: Strong

President, Chief Executive Officer & Director at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

In-House Counsel at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

Treasurer & Managing Director at Morgan Stanley Investment Management, Inc.

Relationship likelihood: Strong

Executive Vice President, Trading & Education at TD Ameritrade Holding Corp.

Relationship likelihood: Strong

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John Thomas Bradley, Jr.
Senior Vice President, Advisor Services at The Charles Schwab Corp.
Education
B.S. in Business Administration with a Concentration in Finance
Securities Industry Institute Program

The Wharton School is the business school of the University of Pennsylvania, an Ivy League university in Philadelphia, Pennsylvania. Wharton was the world’s first collegiate business school and the first business school in the United States. It was established in 1881 through a donation of Joseph Wharton.

B.S Business Administration

The University of Richmond (UR or U of R) is a private liberal arts university in Richmond, Virginia. The university is a primarily undergraduate, residential university with approximately 4,350 undergraduate and graduate students in five schools: the School of Arts and Sciences, the E. Claiborne Robins School of Business, the Jepson School of Leadership Studies, the University of Richmond School of Law and the School of Professional & Continuing Studies.

Career History
Financial Advisor
Prior

Robert W. Baird & Co., Inc. operates as a wealth management, capital markets, private equity and asset management firm. It offers equity research, corporate restructuring, mergers and acquisitions, public financing and fixed income services. The firm serves individual, corporate, institutional and municipal clients. The company was founded by Robert Wilson Baird in 1919 and is headquartered in Milwaukee, WI.

Financial Advisor
Prior

The Northwestern Mutual Life Insurance Co. provides insurance and financial security solutions. The firm offers life insurance, long-term care insurance, disability insurance, annuities, and investment products. It also provides financial planning strategies and solutions. The company was founded by John C. Johnston on March 2, 1857 and is headquartered in Milwaukee, WI.

President, Director
2012 - 2017

Founded in 1975, TD Ameritrade, Inc. is an online investment brokerage headquartered in Omaha, Nebraska. The firm provides leveraging technology for financial and operational growth. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. TD Ameritrade is a subsidiary of is TD Ameritrade Holding Corp. (NASDAQ: AMTD).

Boards & Committees
Director
2018 - Current

PCS Retirement LLC engages in provision of retirement programs. It offers open architecture record keeping services. It also provides fee transparency and conflict-free choices to independent advisors serving the corporate, professional and governmental markets. The company was founded by Mark B. Klein in 2001 and is headquartered in Philadelphia, PA.

Advisor
Current

MaxMyInterest

Member, Board of Directors
Prior - 2017

Founded in 1975, TD Ameritrade, Inc. is an online investment brokerage headquartered in Omaha, Nebraska. The firm provides leveraging technology for financial and operational growth. Customers can manage their investment portfolios via the Internet as well as through personal digital assistants, wireless phone services and interactive voice recognition systems. TD Ameritrade is a subsidiary of is TD Ameritrade Holding Corp. (NASDAQ: AMTD).

Awards & Honors
Series 9&10 - NYSE General Securities Sales Supervisor
Series 24 - General Securities Principal
Series 65 – Uniform Registered Investment Adviser
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